GLOBAL EQUITY SCREENED ESG

Aiming to achieve long-term capital appreciation by investing primarily in equity securities that are components of the MSCI World Index. The portfolio will not invest in companies engaged in unethical or unsustainable activities.

Customisability

ESG integration

Companies with a good or improving ESG track record are favoured. Hermes EOS provides best-of-breed ESG intelligence.

Fundamental focus, systematic execution

Companies are systematically analysed to identify the most attractive fundamental characteristics, and undergo a bottom up sense check.

Risk Management

Proprietary risk management tools enable the team to monitor and neutralise macroeconomic risks before they impact returns. Portfolio stress tests provide forward-looking views of the impacts of such potential risks.

Style agnostic

Analysing companies from a broad range of perspectives helps to generate positive returns in various market environments and defend against large swings in style.

Investment objective

We aim to achieve long-term capital appreciation by investing primarily in equity securities that are components of the MSCI World Index, or companies listed in the countries referenced in this Index. The portfolio will not invest in companies engaged in unethical or unsustainable activities, as defined by the proprietary exclusion list which is updated on a quarterly basis.

Exclusions

The exclusion list includes companies:

Identified by EOS as involved in controversial weapons

On EOS’s Controversial Companies Report with a High Severity rating for environmental and social risks and where engagement is deemed unfeasible

Past performance is not a reliable indicator of future results and targets are not guaranteed.

Team

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Louise Dudley

CFA, Portfolio Manager

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Louise joined Hermes in March 2009 and leads the ESG and responsible investment research strategy within Global Equities for Hermes. Building on her experience developing factor testing platforms and enhancing the factor modelling capabilities of the team’s systems, Louise has applied this comprehensive analysis to ESG applications. Having delivered research supporting the returns from ESG integration, this has led to the creation of innovative customised product solutions and tools fulfilling client needs. Louise originally joined Hermes as a member of the stewardship advisory business, Hermes EOS. Prior to Hermes she worked for Coca Cola in a financial accounting role, having graduated with a Master’s degree in Engineering from the University of Durham. Louise holds the IMC and is a CFA charterholder. In 2017, she was named one of Financial News' Rising Stars of Asset Management.

Geir Lode

Director, Head of Global Equities

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Geir Lode joined Hermes in May 2007 to establish the Global Equities strategy. Prior to this he was Chairman of Bergen Yards in Bergen, Norway, where he was responsible for restructuring and focusing a holding company. Bergen Yards changed name to Bergen Group and was listed on the Oslo stock exchange in June 2007. Geir started his career in 1991 at Frank Russell, moving to Chancellor LGT and then Putnam Investments, where he was a senior vice president before returning to Norway in 2003. Geir studied Mechanical Engineering at the Norwegian Institute of Technology and earned an MBA at the Pacific Lutheran University, Washington. Geir has been on the board of 17 companies in four different countries.

Lewis Grant

Senior Portfolio Manager

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Lewis joined Hermes in February 2008 as a portfolio manager on the Global Equities team. In addition to his role as portfolio manager, Lewis is responsible for designing and implementing many of the team's systems. In particular he created Hermes' proprietary risk-modelling system, MultiFRAME, which is used across Hermes’ investment teams. He joined from Aon Consulting, where he worked as an actuarial consultant specialising in providing valuations and asset-liability modelling to a range of corporate and institutional clients. Lewis graduated from the University of Warwick in 2003 with a Master's degree in Mathematics, Operational Research, Statistics and Economics and subsequently qualified as a Fellow of the Institute of Actuaries.

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